Divorce and Pension Sharing

Do you currently review your clients and their spouse’s pensions, as part of your advice process? Do you find your current report writer to be expensive and take too long? Would you like a low cost, quicker service, with direct access to the report writer without extra fees? We’ve developed an in-depth, low-cost Pension Sharing report service that meets the needs of you, your client and the courts.

Pension Sharing report

Our report provides all the information your client needs to reach a fair divorce settlement: • Projection calculations Cash Equivalent Transfer values (CETV and CET). • Comprehensive analysis of the pension funds, their features and benefits. • Details of any technical constraints on the funds. • Detailed examples of how the pension funds may be shared, without incurring further costs. • Financial equalisation reporting on personal assets in addition to pensions. We are able to offer all this for a UK market-leading fee of only £895 +VAT. Our independent, highly qualified pensions expert Paul Heath FPFS is also available to attend court proceedings as an expert witness if required. See a copy of our Pension Sharing Report. See a copy of our service booklet here. See a copy of Paul Heath’s CV (expert witness) Professional witness details for the court. Instructing us? See our instruction guidelines as to what to submit either via e-mail [email protected], or in the post to: Divorce Team Assured Wealth 750 Mandarin Court Warrington WA1 1GG If you would like to find out more, please contact us on: 01925 396122 or complete the contact form below and we will be happy to answer any questions you may have.